Paraplanner

We are currently looking for a Paraplanner to join our clients, a well-established practice in Derby. The role is available on a hybrid part time basis, working 3 days a week between home and office.

Our clients are a friendly professional practice who offer financial advice on a range of products.

The successful Paraplanner will be offered:

• Basic Salary between £21,000 – £24,000
• Team social events
• Hybrid working

To be considered for the Paraplanner role you must have:

• Previous experience working within an IFA practice
• Organised and methodical with excellent attention to detail
• Ability to prioritise, meet targets and deadlines
• Effective communication skills both written and verbal
• Strong analytical and numerical skills
• Strong IT skills, specifically in Microsoft Word, Excel and Outlook

Responsibilities for the role of Paraplanner:

• Preparing analysis of the client’s existing portfolio
• Provision of technical support to Advisers
• Completing calculations (i.e., income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension
• Annual Allowance, Carry Forward, Chargeable Gains, Cashflow Modelling etc.)
• Working closely with the Adviser to research and formulate appropriate advice
• Preparation of Recommendation Reports and supplementary documentation
• Adherence to compliance procedures, core values and high standards of client service
• Regular liaison with product providers, account managers and clients
• Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs